DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14.01%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$168M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$147M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$417M
4
SAF
4
Smith Anglin Financial
Texas
$28.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$987M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$540M
2
RCG
2
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$151M
4
LFA
4
Legacy Financial Advisors
Kentucky
$12M
5
OCM
5
One Capital Management
California
$1.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$987M 19,160,748 +377,248 +2%
Bank of America
2
Bank of America
North Carolina
$951M 18,447,896 -383,757 -2%
Ameriprise
3
Ameriprise
Minnesota
$540M 10,469,713 -1,825,283 -15%
LPL Financial
4
LPL Financial
California
$521M 10,115,432 -330,706 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$464M 9,004,549 -359,050 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$458M 8,887,621 +186,520 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$454M 8,817,187 +5,862 +0.1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$417M 8,086,073 +837,425 +12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$383M 7,434,300 -174,114 -2%
CIA
10
Capital Investment Advisors
Georgia
$344M 6,669,440 +122,181 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$274M 5,320,752 -119,439 -2%
UBS Group
12
UBS Group
Switzerland
$262M 5,081,967 -134,049 -3%
Wells Fargo
13
Wells Fargo
California
$256M 4,974,133 -191,928 -4%
Goldman Sachs
14
Goldman Sachs
New York
$253M 4,905,069 +105,826 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$206M 4,013,824 -129,534 -3%
MML Investors Services
16
MML Investors Services
Massachusetts
$174M 3,368,039 +256,507 +8%
HFRG
17
Houlihan Financial Resource Group
Virginia
$168M 3,333,689 +3,222,827 +2,907%
Truist Financial
18
Truist Financial
North Carolina
$165M 3,207,734 +267,789 +9%
Wealthfront Advisers
19
Wealthfront Advisers
California
$151M 2,922,090 -506,028 -15%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$147M 2,843,741 +1,633,810 +135%
HighTower Advisors
21
HighTower Advisors
Illinois
$139M 2,703,160 +279,930 +12%
BlackRock
22
BlackRock
New York
$135M 2,624,259 -183,328 -7%
Mariner
23
Mariner
Kansas
$113M 2,197,516 +27,422 +1%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$106M 2,057,759 +25,597 +1%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$100M 1,940,491 -231,476 -11%
1
2 3 4 5